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ATHEROGENICS INC hedge fund holdings

AGIX
$48.82+0.78 (+1.62% today)

Every quarter, large institutional investment managers with over $100M in U.S.-listed assets under management disclose their U.S. equity holdings through 13F filings. Read together, those filings show which businesses professional capital is moving into and out of.

Price vs funds buying and selling

AGIX · close · 13FReported Aug 14, 2026

Price vs funds buying and selling data

Showing the 1Y range: Oct 2, 2025 to Oct 2, 2026. Price (+30.4%). 0 fund reports plotted in this window as 0 markers; nearby trades of the same kind are grouped.

Transactions plotted on the price chart
DateCategoryPersonRoleActionAmountChange in holding
Funds buying · new + increased
Funds selling · reduced + closed
Net buyers vs sellers
Buying = new + increased; selling = reduced + closed. Counts exclude position changes under 5% of the fund's holding last quarter.

Price and fund activity data

Quarterly 13F fund buying and selling activity
QuarterFunds buyingFunds sellingBoughtSoldFilersReported
Q2 202520$54.5K$64.2K5Aug 14, 2025
Q3 202580$22.1M$09Nov 14, 2025
Q4 2025123$5.47M$10.9M19Feb 14, 2026
Q1 2026255$45.1M$9.56M40May 15, 2026
Q2 20265712$345M$45M78Aug 14, 2026

Quarterly action breakdown

Q2 2026
78 filers
New position
42
$42.7M+911K sh
Increased
15
$302M+6.44M sh
Reduced
7
-$37.6M-802K sh
Out / sold
5
-$7.35M-157K sh
Last 4 quarters · free
Reported Aug 14, 2026
FundActionChange in dollarValue% of portfolioReported
MML Investors Services, LLCAdded 577.84%+$6.24M$7.32M0.01%Aug 7, 2026
GTS Securities LLCAdded 236.33%+$3.36M$4.78M0.10%Aug 14, 2026
Proactive Wealth Strategies LLCAdded 333.33%+$2.87M$3.73M0.60%Aug 10, 2026
D.A. Davidson & Co.New Buy+$2.05M$2.05M0.01%Jul 24, 2026
Stegent Equity Advisors, Inc.New Buy+$2.05M$2.05M1.47%Jul 29, 2026
SFG Wealth Management, LLC.New Buy+$1.09M$1.09M0.39%Jul 22, 2026
PUREfi Wealth, LLCNew Buy+$561K$561K0.31%Jul 27, 2026
Kingsview Wealth Management, LLCNew Buy+$511K$511K0.01%Aug 19, 2026
PFG Investments, LLCNew Buy+$501K$501K0.02%Jul 23, 2026
PCG Wealth Advisors, LLCNew Buy+$394K$394K0.09%Aug 3, 2026
&PartnersNew Buy+$386K$386K0.00%Aug 14, 2026
Rollins Financial Advisors, LLCNew Buy+$369K$369K0.05%Aug 4, 2026
TD Capital Management LLCAdded 2728.74%+$334K$346K0.03%Aug 6, 2026
Brookstone Capital ManagementNew Buy+$324K$324K0.00%Jul 15, 2026
Cibc World Market Inc.New Buy+$300K$300K0.00%Aug 13, 2026
Winthrop Advisory Group LLCNew Buy+$281K$281K0.02%Jul 17, 2026
Vise Technologies, Inc.New Buy+$275K$275K0.00%Aug 11, 2026
Independent Advisor AllianceSell 100%-$263K$00.00%Aug 12, 2026
Westwind CapitalReduce 4.85%-$145K$2.85M0.67%Jul 15, 2026
Perennial Investment Advisors, LLCReduce 25.00%-$126K$379K0.03%Aug 14, 2026
Ankerstar Wealth, LLCReduce 31.58%-$40.1K$87K0.07%Aug 13, 2026
Brookwood Investment Group LLCAdded 2.72%+$22.3K$843K0.10%Jul 23, 2026
Birchwood Financial Partners, Inc.Added 47.47%+$14.1K$43.7K0.04%Aug 6, 2026
CENTRAL TRUST CoNew Buy+$11.6K$11.6K0.00%Jul 31, 2026
Barrett & Company, Inc.New Buy+$10.6K$10.6K0.00%Jul 24, 2026
Lanark Financial, Inc.New Buy+$9.38K$9.38K0.00%Jul 21, 2026
Mutual Advisors, LLCReduce 1.86%-$7.08K$373K0.01%Aug 14, 2026
NBT Bank, N.A.New Buy+$4.69K$4.69K0.00%Jul 29, 2026
Twin Peaks Wealth Advisors, LLCSell 100%-$3.47K$00.00%Aug 13, 2026
Oppenheimer & Co IncReduce 0.22%-$2.81K$1.26M0.01%Aug 3, 2026
Golden State Wealth Management, LLCReduce 13.84%-$2.3K$14.3K0.00%Jul 22, 2026
Essential Investment Partners LLCNew Buy+$469$4690.00%Jul 15, 2026
PFS Partners, LLCNew Buy+$235$2350.00%Jul 20, 2026

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